Saturday, September 21, 2019
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(30) Steps to Audit Your Safe Deposit Area, Webinar

September 18 @ 10:00 am - 12:00 pm CDT

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What You Will Learn

  • What are the thirty (30) most important audit questions that must be answered YES?
  • Have you measured all the boxes to make sure the correct rent is being charged?
  • Why should you perform a complete key audit to determine if you have all keys?
  • Do you know that all renter signatures match the names typed on the contracts?
  • Why is a vault survey of all box numbers and sizes important during this audit?
  • Do you have current resolution forms for all your rented business boxes?
  • Are all of the blanks on the contract filled in properly with no white outs?
  • Have you reviewed access records for the time, date and proper initials?
  • Why must all keys found be listed as Available or Service Required?
  • Are all renter signatures authorized to enter the safe deposit box?
  • If “MYSTERY BOXES” are identified how should they be handled?
  • Why should you record all past due, free and discounted boxes?
  • What five types of Management Reports must be prepared?